Lead the administrative transition experience for financial advisors, ensuring seamless onboarding and enhancing the advisor experience through strategic coordination and relationship management.

Serve as a business consultant to financial advisors: assess practices, collect and analyze data, recommend and implement improvements, develop business plans, run regional meetings and study groups, and act as a central advisor contact to increase advisor profitability and efficiency.

The Administrative Manager leads the Client Service Associates, manages administrative operations, and ensures exceptional support for Financial Advisors while driving operational excellence and team development.